Strategic asset allocation

Asset mix Benchmark % Permitted range %
Australian shares 97.0 0 - 100%
Cash 3.0 0 - 20%
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The Trustee may adjust the asset mix or vary the investment strategy from time to time.

Performance

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Historic annual returns

Year ending 30 June

2024
10.5%
2023
12.9%
2022
-4.8%
2021
23.9%
2020
-3.8%
2019
8.3%
2018
15.8%
2017
14.5%
2016
6.7%
2015
5.1%

Compound returns (per annum)

to 30 November

3 years
7.1%
5 years
7.1%
7 years
8.6%
10 years
9.3%

Please refer to the disclaimers and assumptions below.

Time period
Date range
to
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Please refer to the disclaimers and assumptions below.

Latest unit price at 18/12/2024

FYTD return
6.3%
Buy price
$3.2985
Sell price
$3.2919
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.